• The ability to customize email and SMS notifications used in invoicing is now live under Invoice Settings. This will allow businesses to use their own templates for invoicing and not rely on the system-generated defaults
  • Email and SMS notifications can be customized for the customer receiving the invoice under the
    Customer Notifications
    section
  • Email notifications can be customized for the sub-account user who is sending the invoice under the
    Team Notifications
    section
  • Turn the toggle off to exclude any specific notification from being sent
  • Use the
    Invoice
    custom values in the Email and SMS builder to include details in notifications like customer information, invoice total, due date, invoice URL, etc.
  • Refer to the table below for the different types of notifications sent to the customer and the sub-account user
Screenshot 2023-03-31 at 2
Screenshot 2023-03-31 at 2
Screenshot 2023-03-31 at 2
Screenshot 2023-03-31 at 2